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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,700 | $81,504+65.3% | $102,437+31.5% | $80,959+66.4% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 17.11% | 25.60%-8.5pp | 24.95%-7.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $475 | $3,104-84.7% | $3,871-87.7% | $2,757-82.8% |
| Participant deferral / active EE | $2,340 | $3,871-39.5% | $5,060-53.8% | $4,300-45.6% |
| Admin fee / account holder | $2,339 | $6,719-65.2% | $8,388-72.1% | $6,925-66.2% |